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FT Vest US Equity Moderate Buffer ETF February
GFEB

92 hedge funds and large institutions have $300M invested in FT Vest US Equity Moderate Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,300% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 1

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

180% more capital invested

Capital invested by funds: $107M → $300M (+$193M)

130% more funds holding

Funds holding: 40 → 92 (+52)

11.05% more ownership

Funds ownership: 64.86% → 75.91% (+11%)

Holders
92
Holders Change
+52
Holders Change %
+130%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
54
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFWA
Summit Financial Wealth Advisors
Louisiana
+$50.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$22.2M
3
AP
Americana Partners
Texas
+$17M
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.9M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$6.14M
2
OMC
Old Mission Capital
Illinois
-$1.37M
3
ODFS
O'Donnell Financial Services
California
-$1.05M
4
LNC
Lincoln National Corp
Pennsylvania
-$141K
5
CWS
Cypress Wealth Services
California
-$28.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
26
Stephens Inc
Arkansas
$1.97M +$1.93M +57,322 New
CAN
27
Cetera Advisor Networks
California
$1.72M +$1.68M +49,916 New
DLHL
28
Donald L. Hagan LLC
Florida
$1.49M +$1.46M +43,407 New
AWS
29
Atria Wealth Solutions
New York
$1.4M +$1.37M +40,758 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.39M +$1.1M +32,619 +421%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.34M +$903K +26,857 +225%
AWA
32
Arete Wealth Advisors
Illinois
$1.27M – – –
MAG
33
Mayfair Advisory Group
Alabama
$1.16M +$1.13M +33,707 New
MCM
34
MAI Capital Management
Ohio
$1.15M +$1.12M +33,421 New
MIM
35
Macroview Investment Management
Maryland
$1.11M +$1.08M +32,197 New
FGAM
36
Financial Gravity Asset Management
Texas
$1.05M +$505K +15,000 +93%
KWS
37
Keystone Wealth Services
California
$927K +$43.7K +1,300 +5%
BTWM
38
Brass Tax Wealth Management
Ohio
$898K +$877K +26,069 New
TCM
39
Triumph Capital Management
Colorado
$896K +$877K +26,081 New
C
40
CEDRUS
Colorado
$867K +$847K +25,170 New
LPL Financial
41
LPL Financial
California
$867K +$847K +25,170 New
CW
42
CreativeOne Wealth
Kansas
$856K +$836K +24,848 New
SB
43
Strategic Blueprint
Georgia
$837K -$10.9K -323 -1%
Jane Street
44
Jane Street
New York
$815K +$478K +14,220 +151%
EWM
45
EPG Wealth Management
Georgia
$808K +$789K +23,470 New
AIC
46
Archer Investment Corporation
Indiana
$786K +$768K +22,825 New
SP
47
Sequent Planning
Nebraska
$751K +$733K +21,806 New
NA
48
NewEdge Advisors
Louisiana
$700K +$684K +20,323 New
FFS
49
Founders Financial Securities
Maryland
$687K +$671K +19,953 New
RA
50
RFG Advisory
Alabama
$681K +$665K +19,776 New
1
2
3 4

GFEB Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF February (GFEB) for Q1 2024, worth a combined $300M — up 180% from $107M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new GFEB positions and 1 closed out — a net gain of 53 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Summit Financial Wealth Advisors, opening a new position worth an estimated $50.9M. The largest seller was Cetera Advisors, cutting an estimated $6.14M.

  • 92 institutional investors held FT Vest US Equity Moderate Buffer ETF February (GFEB) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $300M of FT Vest US Equity Moderate Buffer ETF February stock for Q1 2024, up 180% quarter-over-quarter.
  • 54 funds opened new FT Vest US Equity Moderate Buffer ETF February positions in Q1 2024 and 1 closed out, a net change of +53 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF February buyer in Q1 2024 was Summit Financial Wealth Advisors, an estimated $50.9M added.
  • The largest FT Vest US Equity Moderate Buffer ETF February seller in Q1 2024 was Cetera Advisors, an estimated $6.14M sold.

Based on aggregated 13F filings for Q1 2024.